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Financial Advisor Success
- Ep 471: Growing To $475M In 7 Years While Making Yourself Dispensable Enough To Take A Personal Sabbatical with Dennis Morton January 6, 2026Building a firm that can thrive without its founders being constantly "on" requires far more than revenue growth. It takes intentional infrastructure, deep team trust, and long-term thinking. This episode explores how designing a business that doesn't depend on any single individual can create both freedom for the founders and stability for clients. Dennis Morton […]Michael Kitces
- Ep 470: Growing To $500M AUM With An Evergreen HNW Client Service Calendar For Evergreen Fees with Debra Taylor December 30, 2025Clients often don't fully realize the depth of value their advisory team provides—unless that value is clearly articulated and demonstrated throughout the year. This episode explores how a thoughtfully designed client service calendar can both strengthen client retention and increase new client conversions by making financial planning and tax strategy more visible and tangible. Debra […]Michael Kitces
NY Times Economix
- How Much Snow Will You Get in the Winter Storm? January 9, 2026Type in your community to see the full range of possibilities in the next few days.Aatish Bhatia, Josh Katz, Margot Sanger-Katz and Samuel Jacoby
- Congestion pricing after one year: How life has changed. January 7, 2026How life has changed in the New York area, according to data on traffic, transit and the responses of 600 readers.Emily Badger, Stefanos Chen, Winnie Hu, Asmaa Elkeurti and Larry Buchanan
- 10-Minute Challenge: An Artist in Greenland January 5, 2026We’d like you to look at one piece of art for 10 minutes, uninterrupted.Larry Buchanan
- Flashback: Your Weekly History Quiz, Jan. 3, 2026 January 3, 2026Can you sort 8 historical events?
- Flashback: Your Weekly History Quiz, Dec. 13, 2025 January 2, 2026Can you sort 8 historical events?
